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Royal Bank of Canada
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Overview Fund Activity

657 hedge funds and large institutions have $57.3B invested in Royal Bank of Canada in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 188 increasing their positions, 216 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
657
Holders Change
+45
Holders Change %
+7.35%
% of All Funds
10.6%
Holding in Top 10
48
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.43%
% of All Funds
0.77%
New
86
Increased
188
Reduced
216
Closed
25
Calls
$674M
Puts
$1.1B
Net Calls
-$426M
Net Calls Change
-$250M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$1.19B
2
Goldman Sachs
Goldman Sachs
New York
+$439M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$225M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$124M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$98.1M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$580M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$405M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$93.9M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$77.9M
5
Franklin Resources
Franklin Resources
California
-$76.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
401
GSB Wealth Management
Connecticut
$407K -$235K -2,500 -37%
PA
402
Parallel Advisors
California
$406K -$81.2K -864 -17%
SSWM
403
Smith Salley Wealth Management
North Carolina
$400K -$9.4K -100 -2%
RBFC
404
Roman Butler Fullerton & Co
Missouri
$397K +$1.62K +16 +0.4%
WA
405
Waverly Advisors
Alabama
$394K – – –
FPFS
406
First Personal Financial Services
North Carolina
$387K – – –
WPC
407
Wedmont Private Capital
Pennsylvania
$383K +$4.56K +47 +1%
LFA
408
Legacy Financial Advisors
Kentucky
$382K +$26.2K +279 +7%
TFS
409
TrustCore Financial Services
Tennessee
$376K – – –
CA
410
Cullinan Associates
Kentucky
$376K – – –
GCM
411
Galibier Capital Management
Ontario, Canada
$367K +$367K +3,910 New
EWM
412
EPG Wealth Management
Georgia
$365K +$18.1K +193 +5%
GI
413
Gradient Investments
Minnesota
$365K -$11.8K -125 -3%
SAM
414
Summit Asset Management
Tennessee
$362K – – –
WWM
415
Wagner Wealth Management
South Carolina
$360K +$171K +1,817 +90%
CF
416
Centaurus Financial
California
$357K -$3.86K -41 -1%
PCA
417
Prosperity Capital Advisors
Ohio
$352K +$352K +3,745 New
IDA
418
Intelligence Driven Advisers
California
$351K – – –
PAS
419
Park Avenue Securities
New York
$346K +$66.4K +707 +24%
BF
420
BOK Financial
Oklahoma
$343K -$32.2K -342 -9%
BC
421
Bridgefront Capital
Texas
$340K +$340K +3,613 New
CAC
422
Certified Advisory Corp
Florida
$339K +$752 +8 +0.2%
TPCW
423
TD Private Client Wealth
New York
$337K -$11.3K -120 -3%
QCG
424
Quadrant Capital Group
Ohio
$335K -$132K -1,399 -28%
GIS
425
Grayhawk Investment Strategies
Alberta, Canada
$335K -$20.9M -3,310 -98%
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